What my clients say

Impressive knowledge of financial markets

Becky impressed me with her knowledge of the financial markets both local and international as well as her background qualifications and experience.

I found her to be intelligent, insightful, a great communicator and it was clear that she was working with my best interests in mind. I had canvassed other Financial Advisors and they did not meet any of my criteria…….

I have found that Becky goes above and beyond what is expected of her and it is obvious that she has a “Best Practice” approach to her business.

Gwen ~ Canberra

Great confidence in your guidance

I feel very comfortable with our financial situation, and have the greatest confidence in your guidance

Margaret ~ Melbourne

We liked the clear and concise nature of your advice; we definitely feel the financial planning aspect of our life is under control

Iain ~ Sydney

Honest, transparent and easy to communicate with….

Rebecca has been my financial adviser for the last 2 years.She is very honest, transparent and easy to communicate with. As she is an independent adviser, she won’t push you into a particular brand or product at all. The products are well researched. She always goes above and beyond on advising me on properties, life and estate planning. I am so grateful to have met her; I have been recommending her to everyone I can.

Leona ~ Sydney

I wish I had done this years ago.

When we decided to roll my wife’s various Super funds into a single SMSF and also factor her business into our integrated financial plan, I knew that there were too many “moving parts” for my limited knowledge & that we would need some professional help. We agreed that Becky should do a thorough audit of our financial affairs & then produce a plan. This she did, very thoroughly, and we were delighted by the resulting plan. Given the amount of work involved, we thought the fee was entirely reasonable, & it will be paid for many times over by the tax savings we make as we implement the initiatives that Becky outlined. In conclusion, I can thoroughly recommend Becky to anyone looking for some well-considered, independent advice on their financial affairs – I only wish I had done this years ago.